Planned Giving

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Donor Story - The Retirement Unitrust
The Retirement Unitrust
Mary grew up on a farm. When her parents passed away, she inherited the farm. Now, several developers would like to build homes on the farmland....
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Personal Planner - How to Give Property to Children
How to Give Property to Children
Parents have a number of reasons for making gifts to children. First, a parent should have sufficient resources for retirement and for long-term care needs before making...
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Washington News - The New 'Taxpayer Friendly' IRS?
The New 'Taxpayer Friendly' IRS?
On June 13, the Senate passed the Taxpayer First Act (TFA) and sent the bill to the President for his signature. The bill to reform the IRS received praise from leaders...
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